Avantax Advisory Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
10,291
-3,626
| -26% | -$116K | ﹤0.01% | 1839 |
|
|
2025
Q1 | $433K | Buy |
13,917
+5,372
| +63% | +$167K | ﹤0.01% | 1598 |
|
|
2024
Q4 | $282K | Buy |
8,545
+200
| +2% | +$6.59K | ﹤0.01% | 1825 |
|
|
2024
Q3 | $276K | Hold |
8,345
| – | – | ﹤0.01% | 1819 |
|
|
2024
Q2 | $278K | Sell |
8,345
-1,459
| -15% | -$48.7K | ﹤0.01% | 1741 |
|
|
2024
Q1 | $326K | Sell |
9,804
-1,083
| -10% | -$36.1K | ﹤0.01% | 1251 |
|
|
2023
Q4 | $345K | Buy |
+10,887
| New | +$345K | ﹤0.01% | 1160 |
|